+2,397.0%
VRT vs KORU
+32.4%
+2,364.6%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KORU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -12.5% | +6.9% | -2.5% |
| 7D | -7.7% | +2.3% | -10.0% | -8.4% |
| 30D | -12.0% | +20.0% | -32.0% | -17.4% |
| 3M | -11.7% | -32.7% | +21.1% | -12.1% |
| 6M | -8.1% | +13.3% | -21.4% | -32.1% |
| YTD | +53.2% | +133.2% | -80.0% | -11.4% |
| 1Y | +81.7% | +357.3% | -275.6% | -14.7% |
| 3Y | +535.3% | +452.7% | +82.6% | +158.2% |
| 5Y | +916.4% | +47.2% | +869.2% | +415.9% |
| All | +2,397.0% | +32.4% | +2,364.6% | +788.3% |
Cumulative growth
Daily Returns
Daily percentage return beside KORU.
Daily Out/Under-Performance
Portfolio return minus KORU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KORU return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded KORU wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling